STVN vs. IAU
STVN (Stevanato Group S.p.A.) is a stock, while IAU (iShares Gold Trust) is Gold fund tracking the LBMA Gold Price. Over the past 5 years, STVN returned -0.04%/yr vs 17.12%/yr for IAU. Their 0.05 correlation means their historical movements had little consistent relationship.
Performance
STVN vs. IAU - Performance Comparison
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Returns By Period
In the year-to-date period, STVN achieves a -0.99% return, which is significantly higher than IAU's -6.16% return.
STVN
- 1D
- -1.73%
- 1M
- 4.47%
- 6M
- 27.87%
- YTD
- -0.99%
- 1Y
- -20.69%
- 3Y*
- -15.38%
- 5Y*
- -0.04%
- 10Y*
- —
- ALL TIME*
- 3.86%
IAU
- 1D
- -1.46%
- 1M
- -1.73%
- 6M
- -16.48%
- YTD
- -6.16%
- 1Y
- 20.35%
- 3Y*
- 27.40%
- 5Y*
- 17.12%
- 10Y*
- 11.21%
- ALL TIME*
- 10.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $349.43M | $363.40M | $472.72M | |
| $6.29M | $5.93M | $6.65M |
STVN vs. IAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
STVN Stevanato Group S.p.A. | -0.99% | -7.41% | -19.92% | 52.18% | -19.66% | 34.83% |
IAU iShares Gold Trust | -6.16% | 63.95% | 26.85% | 12.84% | -0.63% | 0.00% |
Correlation
The correlation between STVN and IAU is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.04 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2021 | 0.05 |
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Return for Risk
STVN vs. IAU — Risk / Return Rank
STVN
IAU
STVN vs. IAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stevanato Group S.p.A. (STVN) and iShares Gold Trust (IAU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STVN | IAU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 0.87 | -1.25 |
| Martin ratioReturn relative to average drawdown | -0.63 | 1.88 | -2.51 |
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Drawdowns
STVN vs. IAU - Drawdown Comparison
The maximum STVN drawdown since its inception was -61.94%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for STVN and IAU.
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Drawdown Indicators
| STVN | IAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.94% | -45.14% | -16.80% |
Max Drawdown (1Y)Largest decline over 1 year | -51.36% | -26.36% | -25.00% |
Max Drawdown (3Y)Largest decline over 3 years | -61.94% | -26.36% | -35.58% |
Max Drawdown (5Y)Largest decline over 5 years | -61.94% | -26.36% | -35.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.36% | — |
Current DrawdownCurrent decline from peak | -43.55% | -25.01% | -18.54% |
Average DrawdownAverage peak-to-trough decline | -31.57% | -16.02% | -15.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.72% | 12.16% | +18.56% |
Volatility
STVN vs. IAU - Volatility Comparison
Stevanato Group S.p.A. (STVN) has a higher volatility of 11.17% compared to iShares Gold Trust (IAU) at 6.35%. This indicates that STVN's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STVN | IAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.17% | 6.35% | +4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 35.37% | 23.35% | +12.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.33% | 27.92% | +21.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.26% | 18.42% | +31.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.73% | 16.08% | +34.65% |
Dividends
STVN vs. IAU - Dividend Comparison
STVN's dividend yield for the trailing twelve months is around 0.31%, while IAU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STVN Stevanato Group S.p.A. | 0.31% | 0.31% | 0.27% | 0.21% | 0.30% |
Frequently Asked Questions
STVN and IAU have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STVN has higher volatility (11.17%) compared to IAU (6.35%). In terms of maximum drawdown, STVN dropped -61.94% vs IAU's -45.14%.
IAU currently has the higher Sharpe Ratio (0.82 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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